Wade Financial Advisory’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $740K | Hold |
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|
2024
Q4 | $779K | Hold |
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|
2024
Q3 | $761K | Hold |
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|
2024
Q2 | $719K | Hold |
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|
2024
Q1 | $699K | Hold |
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|
2023
Q4 | $638K | Hold |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $593K | Hold |
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|
2023
Q1 | $549K | Hold |
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|
2022
Q4 | $514K | Sell |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $369K | Hold |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $239K | Buy |
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